Plan Snapshot
- Plan Sponsor: Longview Capital Corporation
- Sponsor EIN: 371090971
- Sponsor Address: 207 S COFFIN ST, NEWMAN, IL, 61942
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 89
- Total Assets: $49,328
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 89 | $49,328 | $0 | $0 |
| 2024 | 74 | $66,425 | $655,550 | $308,954 |
| 2023 | 64 | $39,719 | $355,166 | $322,722 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $80,511 | — | $80,511 |
| DIMOND BROS. INSURANCE, LLC | Investment Advisor | $45,585 | — | $45,585 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $43,242 | — | $43,242 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,338
- Estimated Expense Ratio: 343.290% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,413,942 | — | — | — | — |
| 2024 | $850,487 | — | — | — | — |
| 2023 | $912,678 | — | — | — | — |